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PLANNED GIVING: BEQUESTS

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Bequests

 

The most common form of planned giving is a gift made through a donor's will. Individuals may name the Frances Payne Bolton School of Nursing in their wills for a specific amount or a percent share of their estate. The School can also be a residual beneficiary of an estate after payment of bequests to others.

It is easy to include the School in your estate plan by adding a simple codicil to an existing will or by including language in a will you are currently having drafted.

If you have included the Bolton School in your estate plans, we hope you will inform us. We want to be able to recognize you for your generous intent and also make sure the gift will be appropriately stewarded.

Of course, a gift to the Bolton School through your estate may also lessen the tax burden to your heirs.

For more information, contact Nora Hennessy, Executive Director, at (216) 368-6531, toll-free (800) 824-2540, ext. 6531 or e-mail her at Nora.Hennessy@case.edu.